CIK: 0001999828
申報總市值
US$2.0億
僅顯示前 200 大持股（共 1296 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 9.12% | — | +0.02% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.50% | — | +0.29% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.05% | — | -1.02% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.80% | — | +2.47% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.61% | — | +0.04% | |
| 6 | LECO | Lincoln Electric Holdings | 股票-工業 | 2.52% | — | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.39% | — | +0.33% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.24% | — | -0.36% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.82% | — | +3.82% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.70% | — | +0.23% | |
| 11 | ABBV | Abbvie INC | 股票-醫療保健 | 1.68% | — | -0.20% | |
| 12 | ACIC | American Coastal Insurance C | 股票-其他 | 1.65% | — | +0.63% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.63% | — | -0.09% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.48% | — | +0.14% | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.33% | — | -0.92% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.31% | — | +0.39% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | — | +0.62% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.24% | — | +2.31% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.19% | — | +0.30% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.17% | — | +0.00% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.05% | — | +7.82% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | — | -1.71% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 0.89% | — | — | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.89% | — | +0.60% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.87% | — | +109.57% | |
| 26 | BX | Blackstone INC | 股票-金融 | 0.86% | — | +0.52% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | — | -0.99% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | — | — | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.75% | — | -0.35% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.66% | — | — | |
| 31 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.63% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | — | -1.19% | |
| 33 | TSLA | Tesla INC | 股票-循環性消費 | 0.59% | — | +2.84% | |
| 34 | VLY | Valley National Bancorp | 股票-金融 | 0.58% | — | — | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.57% | — | -1.02% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.57% | — | +0.25% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.57% | — | +9.88% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | — | +0.82% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | — | +25.50% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.50% | — | -0.69% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | — | -0.59% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.46% | — | -1.53% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事業 | 0.41% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | — | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.39% | — | -0.39% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.38% | — | +0.50% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.36% | — | +1.23% | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.35% | — | — | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.35% | — | +38.41% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | — | +0.05% |